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To: Glenn D. Rudolph who wrote (116042)	1/23/2001 2:23:36 PM
From: GST	Read Replies (1) \| Respond to of 164684

LSI is a strong company -- my fundamental analysis on LSI is sound. ISLD is highly speculative -- like 95% of the firms caught in the bubble. As for gold -- well, it just sits there and that can be better than some of the alternatives :) A dollar invested last year in gold did better than in yahoo. As for Yahoo's future, the problem is not that revenue streams cannot be conjured, it is that there is no reason to believe they can be profitably delivered in a competitive environment. Yahoo relies on advertising. They could conceivably reinvent themselves and generate new revenue streams sufficient to offset decling advertising prospects and still double every 18 months in size for the next ten years as Bill suggests -- lets see, that would be 7 doublings in ten years? From a market cap of 20 billion to 40, then 40 to 80 billion, then 80-120 billion, 120-240 billion, 240-480 billion, 480-960 billion, 960-1.92 trillion. You might believe this but I think this is the bubble thinking that got many people in trouble last year.